Kimberly Byrne

@Bill Few Associates, Inc.

Latest period2024 - Q4

Reported2d ago

Managed Assets$284.457M

Total holdings174

Assets growth rate0.95%

Assets growth rate (2-Q avg)4.56%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bill Few Associates, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Bill Few Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 284.457M in assets, with a quarterly growth rate of 0.95% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Kimberly Byrne, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPDWSpdr Index Shs Fds Recent Activity Increased 22.6%	0.46%	$1.287M 37,702 shares@ $34.13 avg price	Increased 22.6%
TSLATesla Inc Recent Activity Increased 0.33%	0.45%	$1.263M 3,127 shares@ $403.85 avg price	Increased 0.33%
SLYVSpdr Ser Tr Recent Activity Increased 13.7%	0.43%	$1.199M 13,741 shares@ $87.26 avg price	Increased 13.7%
CGCBCapital Grp Fixed Incm Etf T Recent Activity Increased 161.89%	0.42%	$1.184M 45,914 shares@ $25.79 avg price	Increased 161.89%
PPGPpg Inds Inc Recent Activity Increased 2.23%	0.39%	$1.096M 9,177 shares@ $119.45 avg price	Increased 2.23%
FIGBFidelity Merrimack Str Tr Recent Activity Increased 18.9%	0.39%	$1.093M 25,807 shares@ $42.34 avg price	Increased 18.9%
MDYGSpdr Ser Tr Recent Activity Increased 37.71%	0.35%	$969,147 11,154 shares@ $86.89 avg price	Increased 37.71%
CGGRCapital Group Growth Etf Recent Activity Increased 35.26%	0.33%	$923,303 24,840 shares@ $37.18 avg price	Increased 35.26%
MDYVSpdr Ser Tr Recent Activity Increased 30.21%	0.32%	$890,943 11,109 shares@ $80.21 avg price	Increased 30.21%
MOAltria Group Inc Recent Activity Increased 2.32%	0.25%	$700,585 13,398 shares@ $52.3 avg price	Increased 2.32%